To export AMS data in bulk, follow the steps below.
From the homepage, click on the institution name under At-a-Glance Oversight.
There are two bulk export options to choose from:
- Multiple Assessment Cycles/Workspaces
- All Assessment Cycles for each Participating Area
Multiple Assessment Cycles/Workspaces (Bulk Export)
Under the section Assessment Cycle and Operational Plan Reports, click on Multiple Assessment Cycles/Workspaces (Bulk Export).
This report will allow the admin to select all Assessment/Operational Plan data from all cycles. Once the selections have been made, scroll down and click Continue.
The pop up message that appears is to notify the admin of the separate tabs/separate excel files that will begin downloading.
There will be one file per workspace. Each file will contain the participating areas associated with the workspace. In order to proceed, click OK.
An Export Complete message will appear once the export has been fully downloaded.
*Please note: Please ensure that the browser settings are set to allow downloads to happen automatically in the browser. If not, the files will be located in the downloads folder after receiving the Export Complete message.
All Assessment Cycles for Each Participating Area (Bulk Export)
This report allows the admin to select a workspace and export the data from the participating areas that are enrolled in the workspace. There is also an option to download a zip file of attachments that have been added to the workspace.
To begin, select a workspace from the drop down menu and click Go.
Click into each participating area to see the data that will be exported to excel.
To proceed with exporting to excel, click Export Data.
To include attachments, click Export Attachments. This will download the attachments as a zip file.
You can repeat this process for the remainder of the participating areas.